Discover robust Investment Providers

  • Monitor the adequacy of your investment managers
  • Simplify portfolio control
  • Strengthen investment selection decisions
  • Run your principals’ money more securely.
  • Save time and money.

Our Features


Design the type of portfolio that matches your personal needs.

Investment Access

Curate all UK & EU regulated funds. See our tools.


Asset allocation metholodogy integrating both short and long term risks

Advanced Analytics

Deep analytical insights and visuals to help make data driven investment decisions.

Learning Center

Get a peek at the hidden side of finance.


World class security system to protect your money. And your money sits where you want it to.


Expert Advice at your finger tips.


No Hidden cost and unrivaled low fees.

Benefits for you

We exist because we want to enable you to simply find out which investment solutions and providers work towards your best interests in order not to fall prey to false promises, be pushed with products or end up taking the wrong risks out of hesitation.

Where we help

You just need the tools. This is what we provide you with:

  • Risk aggregation & analysis
  • Check best alternatives
  • Access to knowledge

In the most robust manner:

  • UK's FCA regulated investment marketplace
  • Transparent algorithms developed by pension fund and family office experts, with decades of proven experience
  • Access to databases of highly accredited UK & EU-regulated asset managers through UK &EU-approved fund aggregators

Your money stays with your current providers

It is all about protecting your ability control with the convenience and flexibility that no usual intermediary is keen to give you despite their false promises about customisation and whatever smart and fancy other things.

The Process

Our tools are designed with simplicity in mind and takes you through 4 easy steps:

  1. Risk assessment of your existing portfolios
  2. Strategic benchmarking to check alternatives
    • Investment goal definition
    • Fund preferences (fees, ESG, performance, consistency..)
  3. Execute your portfolios Via your existing providers or directly through our execution partners
  4. Monitor your portfolios

For our AAA+ users, you may also opt for

  • Direct index investing portfolios
  • Use our RFP tools

To know more about it, contact us at

Our Partners

In the News

Ready to Begin?

We’ll give you a free Portfolio Scoring Analysis plus a
free one-month trial of our AA+ account.


Create a S:YB account for free